Blog

Retirement account gaffes: Clients’ biggest withdrawal mistakes

This is a great article by Ed Slott. There are ways to avoid the 10% penalty tax for taking money out of your IRA early. But you’d better make sure you understand the rules clearly before taking an early withdrawal. This is a great resource for all the exceptions to the early withdrawal penalty. Baby…
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WWII Veteran talks about storming Omaha beach

You don’t often hear WWII veterans talk about their experience in the war, because it was so horrible. This is a touching story shared by one of the few veterans we have left from that era. Well worth the watch. Better have some tissues handy. Thank you to all of those who have served our…
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Year-End Tax Planning Tip #1

Over the next two months, mutual fund companies will be paying out year-end distributions in the form of capital gains to shareholders. While this may sound like something great that you wouldn’t want to miss out on, it’s not really what you might think. Capital gains distributions that a fund pays out to shareholders is…
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Michigan Pulls $600 Million From Ken Fisher After Lewd Remarks

I wanted to post this article about Ken Fisher because I know first hand how aggressively he markets his company to retired investors. I’m not one to ever try to disparage my competition in any way. But I think everyone should know the true nature of this organization that is constantly running ads on TV,…
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New Scam Involves Fake Property Tax Liens

With scam artists hard at work all year, taxpayers should watch for new versions of tax-related scams. One such scam involves fake property liens. It threatens taxpayers with a tax bill from a fictional government agency. This is a new twist on an old scam because of the realistic looking letter. Many people have been…
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Can Driving Habits Affect Your Retirement?

Most of us probably don’t think about how our driving habits relate to other aspects of our lives. Sure, paying a speeding ticket is a bummer. And a car accident will ruin anyone’s day. But did you ever think that being a bad driver could have an impact on your retirement? I know I didn’t…until…
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What Does An Inverted Yield Curve Mean?

You’ve probably been hearing some news lately about how the yield curve has gone inverted recently. You man be wondering, “What is an inverted yield curve? And why does that matter to me?” These are two great questions, and important ones too! Check out this really cool video of the history of the treasury yield…
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